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JFS Wealth Advisors’s Simplify Commodities Strategy No K-1 ETF HARD Stock Holding History

JFS Wealth Advisors’s Portfolio HARD Stock Details HARD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-630
Closed -$19.6K – 1913
2025
Q1 		$19.6K Buy
+630
New +$18.7K ﹤0.01% 665

Other funds holding HARD

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JFS Wealth Advisors's HARD Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Simplify Commodities Strategy No K-1 ETF (HARD) in Q2 2025, closing a stake of 630 shares — an estimated $19.6K sold.

JFS Wealth Advisors first reported a position in HARD in Q1 2025 and held it in 1 quarter. The position peaked at $19.6K in Q1 2025. 24 funds tracked by Wall St. Rank hold HARD as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Simplify Commodities Strategy No K-1 ETF position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 630 Simplify Commodities Strategy No K-1 ETF shares in Q2 2025, an estimated $19.6K.
  • JFS Wealth Advisors first reported a position in Simplify Commodities Strategy No K-1 ETF in Q1 2025 and held it in 1 quarter.
  • JFS Wealth Advisors's Simplify Commodities Strategy No K-1 ETF position peaked at $19.6K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Simplify Commodities Strategy No K-1 ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.